Estate Planning

Preserve Your Legacy

Our estate planning attorneys represent some of the state’s wealthiest individuals and families. We distinguish ourselves by our personalized service and aptitude for complex estate planning for high net and ultra high net worth families and individuals.

We understand our clients and their forebears have worked diligently to earn and preserve their wealth. Our clients have created a legacy for themselves and prosperity for others. We believe it is fitting that they decide how best to deploy their capital, whether to provide for family members, donate to worthwhile charities, or to invest in the future growth of a family business. We are here to help you preserve your wealth through thoughtful tax mitigation strategies.

Our estate planning attorneys work closely with our clients to identify their objectives and provide creative and practical solutions designed to meet their specific estate, gift, philanthropic goals, and multi-generational wealth preservation. We have decades of experience designing sophisticated estate plans, implemented gift and estate tax strategies, and counseling clients on estate planning opportunities that arise in connection with the sale of privately held businesses.


Estate Planning Experience

  • Drafting and designing sophisticated wills, trusts, and estate plans with a focus on high net worth and ultra high net worth families
  • Advising private foundations and other tax exempt organizations on governance, grant-making and succession issues
  • Multi-generational gift and estate planning
  • Asset protection and wealth preservation strategies
  • Philanthropic planning including charitable trusts and foundations
  • Probate, administration, and litigation
  • Business succession planning
  • Gift and estate tax planning, compliance, and controversy

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